30131 Town Center Drive
Laguna Niguel, CA 92677
(949) 456-8004

Our Process

PURPOSE    At Coastal Wealth Inc., we help our clients define, quantify and track their financial goals. We ask them to think about the life they want for themselves and their loved ones, encouraging them to dream big.  We help them plan wisely, coordinating investment, financial, tax and estate planning strategies to serve each client's unique and changing needs.  We are committed to building lifelong relationships through an unparallelled client experience, comprehensive wealth management expertise, and sound advice.   

PHILOSOPHY    We believe that wealth management is only effective when approached from a client-centric perspective. This philosophy requires us to view the world through our clients' eyes.  We take pride in truly knowing our clients, enjoying their friendship, and watching them live life well. 

PROCESS    Through extensive face to face interviews, we become familiar with our clients' goals, objectives, and most importantly, their dreams. Together, we build a financial framework strong enough to address these goals, but flexible enough to manage changing priorities and unexpected challenges. We monitor their progress, regularly re-evaluating each aspect of a client's plan so that it remains effective.

INDEPENDENCE    Coastal Wealth Inc. is an independent wealth management firm, obligated first and foremost to our clients.  As independent consultants, we are under no pressure to sell you inappropriate or unnecessary products and services.  We are free to be objective and innovative in finding the right strategies for you.